+867.1%
HON vs BLDR
+414.6%
+452.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.6% | +0.6% |
| 7D | -3.6% | -2.8% | -0.7% | -3.2% |
| 30D | -15.3% | -13.3% | -2.0% | -13.5% |
| 3M | -7.9% | -12.3% | +4.4% | -6.4% |
| 6M | -18.1% | -31.5% | +13.4% | -13.7% |
| YTD | +3.8% | -36.1% | +39.9% | +10.2% |
| 1Y | +0.5% | -54.1% | +54.6% | +12.1% |
| 3Y | +19.8% | -55.8% | +75.5% | +30.3% |
| 5Y | +2.9% | +20.7% | -17.8% | -6.9% |
| 10Y | +134.6% | +390.2% | -255.6% | +62.5% |
| All | +867.1% | +414.6% | +452.5% | +365.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling